How to Sync Square with QuickBooks
QuickBooks is the best accounting software mostly used in the United State and the United kingdom our intuit organized that QuickBooks for Accountancy get easy fast and error-free.it can contain the various types of tools and features for growing your business, we know that small business is using the different type of payment method for better service give to their clients. the most famous application for sales transactions is Square. Mostly the small types of business get harnessed with the help of QuickBooks online can great Sync Square with QuickBooks.
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QuickBooks Online can help to manage the task and all track inventory which contains the all information in the form of statements. Do you know how to sync with QuickBooks? Here we will describe that all information about the Sync QuickBooks, you also follow all the steps of sync square QuickBooks.
Syncing Square with QuickBooks Online
It is a one-way integration that helps in sales integration to import into Square QuickBooks but not its vice-versa.
Advantage of using sync square with QuickBooks
- In the overnight you offers, sales, taxes, discounts which can be automatically updated in QuickBooks Online, and give to clear reports of monthly, earlier and yearly day sales.
- you make a sale the product and transaction detail can be automatically captured in the form of Invoice.
- In the form of a custom report, all payment processing fees with the Square are synced is created in form of report automatically in QuickBooks.
- Keep your business is Error-free with the help of sync square with QuickBooks.
Features of QuickBooks online Sync with Square
- Square QuickBooks import paid invoice from the Square as invoice, payment, deposit into QuickBooks online.
- Easy reconciled the data such a way credit card payments batched together as a deposit.
- Item detailed name can be provided which can enter in QuickBooks like sales data included sales, tax, tips, and discounts.
- Refunds are imported in QuickBooks.
- 18 months of transaction easily imported using square QuickBooks.
Limitations of Square and QuickBooks integration
You know that the QuickBooks and Square integration is combined and make powerful together, it is important to read the limitation of square and QuickBooks integration following are:
- Buyer email Id and name cannot import well you go through the data then displayed it is “Square customer”.
- The daily transaction summary is not available.
- With the help of Square, you cannot pay the QuickBooks Invoice.
- The data analyzing is not possible before the importing.
- Square sales are imported in the form of payments and invoices important in QuickBooks.
The imported thing to check before installing sync square with QuickBooks
- With the single user mode in QuickBooks, you have to log in to your company profile.
- Before, you install the program to get reboot your systems.
- You make sure the QuickBooks software installed on your systems.
- To install the commerce sync, your window should have a window 7,8,10 in this order.
- During install the sync Square with QuickBooks, your company profile of QuickBooks can be open on the desktop.
- Currently, you cannot install commerce sync on a Mac desktop.
Method of sync square with QuickBooks online
Here, how to install and start the Square in QuickBooks describe that following are:
- Firstly sign in your QuickBooks Online account and select my apps.
- Choose the setting under the sync with a square.
- Click to the manual report.
- Select the data range for the transaction, you want to choose to import the data.
- Then select to run.
Steps to install the Commerce Sync
- You have to Sign in your Square account.
- Click to apps options in your Square account.
- Search the commerce sync app and select to launch the app.
- Click to allow all terms and conditions at the bottom.
- After that, commerce sync you offer the many locations in your Square account and choose your location that you are connected with sync.
- Then run and download the commerce sync installer.
- If the download is completed then open and runs the commerce sync.
- When starting the commerce sync again you log in your account.
- You can be checked the QuickBooks is open with the right company file.
- Then, you view the pop-up box and click to yes always allow then select to continue,when you installing in another location you will skip these steps.
- Click on done.
- Choose the time zone in the square account and also select the sales transfer into a single income account and sales by category sync commerce to post the deposit information.
- Then enter your billing information and 15-day trial when starting with today.
- After that, complete you will see and click your dashboard button.
- Then we suggest you open your commerce sync for desktop app immediately and wait for complete the sync, the green permit will stop the showing and next sync timestamp will be shown.
- Then complete the installing your commerce sync the review your settings.
Device get compatible with the square mag-stripe and chip card reader
Apple IOS version:
Your apple iPhone get the IOs version, the commerce sync currently supports in iPhone 4s,iPhone 5,iPhone 5s,iPhone 5c.iPhone 6,iPhone x.iPhone SE etc.
All iPhone after that 6s and 6s plus require that lightening to 3.5 mm headphones jack adaptor for compatibility that comes with your phones itself.
For support, the information is needed for specification your devices following that:
- The google android 5.0 and higher versions are compatible.
- 3.5 mm jack with microphones are compatible.
- Enable location services.
- Google play will access.
- Your device must support the OTG USB.
Some other devices examples that supported are:
The other devices which are suitable for commerce sync are Samsung galaxyS2 and S3, L.G Optimus G, Motorola Moto E, Asus memo pad 8, Sony Xperia, HTC desire 510, Google Nexus 6, etc.
Conclusion: All the steps are clear to install the commerce sync and sync square with QuickBooks easily with the help of square login and sync QuickBooks start and grow your business all transaction easily convert into the invoices and bills all reports are created automatically.